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Identifying Work Life Imbalance

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Carl Sharperson Identifying Work Life Imbalance

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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone is trying to “get ahead,” and many accomplish this endeavor by pouring in countless hours into their business. Unfortunately, success at work can come with a hefty price tag. During this episode, Carl explains how to identify work/life imbalance, and how to implement practical steps to rebalance the imbalance. Check out our previous podcasts with Carl on How Not to Lose Your Mind When Unemployed and  The 3 Most Influential People in a Navy Officer’s Life.

I’ll be interviewing Carl on several podcasts regarding how to handle adversity, the impact of influential mentors, and the value of adding structure to your life, so be sure to subscribe to our Intelligent Money Minute podcasts.

Carl Sharperson Jr. is a Leadership Innovation Strategist, speaker, author, and coach. He specializes in helping leaders maximize their potential in their working and personal life. He does this by drawing from his unique experiences in the military, Corporate America, and entrepreneurship.

Carl Sharperson Bio

Carl is a graduate of the United States Naval Academy and a former United States Marine Corps pilot. Following his service, he held a number of senior sales and operational positions with Procter and Gamble, Frito Lay, and Colgate Palmolive. Later, he felt the tug towards entrepreneurship and launched Sharperson’s Executive Leadership in 2000.

As a speaker, Carl travels nationally with the Navy’s Speaking Bureau, inspiring students to consider military training.  Also, he shares his message of leadership innovation with colleges, churches, and corporations. Additionally, Carl partners with the Center for Creative Leadership in Greensboro, NC, as an adjunct trainer.

Carl now works on several community and faith-based initiatives serving as a mentor. Carl and his wife make their home in the upstate of SC, and are proud parents of a son and daughter.

4 Secrets to Know When Selling Your Home

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Dan Hamilton

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Thinking about selling your home, but you have no idea where to start? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on four seller secrets you may want to know when selling your home. Our previous podcasts with Dan highlighted Tips for Downsizing Your Home in the Next Decade and Greenville Hotspots and Where Greenville is Trending. Dan suggests the following seller secrets:

  1. Set a realistic price.
  2. Get your house show-ready.
  3. Create that eye-catching entrance.
  4. Visualize your ideal buyer.

I’ll be interviewing Dan on several podcasts regarding the Greenville market and on real estate in general, so be sure to subscribe to our Intelligent Money Minute podcasts.

Dan is a founding partner and the Operating Principal of Keller Williams Realty Greenville-Upstate, one of the largest and fastest growing real estate brokerages in the Upstate. He is also the founder and Team Leader of Hamilton and Co. of Keller Williams Realty.

Dan Hamilton Bio

A longtime member of the Greenville community, Dan is passionate about serving and improving our community, and, to that end, he currently serves, or has served, in the following capacities:

  • South Carolina House of Representatives District 20
  • Board Member, Carolina Hope Christian Adoption Agency
  • Vice Chairman, Greenville County Redevelopment Authority
  • Director & Secretary/Treasurer, Greater Greenville Association of REALTORS
  • Co-Chair, Greenville Workforce Housing Trust Fund Task Force
  • Chairman, Greenville Housing Fund

On November 4, 2008, Dan was elected to serve his community in the South Carolina House of Representatives. He was elected Vice-Chairman of the Freshman Caucus and Chairman of the Upstate Caucus. He also serves on the Judiciary Committee.

March 1, 2019- FFN@N (Charitable Giving in Retirement)

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Topic

On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies using non-cash assets like a business and real estate. Here are some photos from the event.

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Brandon Davis Bio

Brandon Davis, a CERTIFIED FINANCIAL PLANNER TM professional, serves as the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation.  NCF is the 8th largest U.S. charity in contributions and is the 3rd largest provider of Donor Advised Funds. They have received over $12 billion in gifts and completed $11 billion in grants to more than 55,000 charities.

Brandon’s professional background includes 20 years of charitable giving, finance, insurance and wealth management experience. Prior to joining NCF, Brandon served as a wealth advisor providing comprehensive financial planning services and as an insurance specialist collaborating with affluent families and their professional advisors to structure, implement and administer comprehensive life insurance plans. He began his career in banking as a corporate financial analyst and institutional investor management associate.

Originally from Hickory, North Carolina, Brandon graduated from UNC-Chapel Hill with a Bachelor of Science in Business Administration. He was the Past President of the Financial Planning Association of Charlotte and is a member of the Charlotte Estate Planning Council as well as Kingdom Advisors. He is an active member of Uptown Church where he also serves as a Finance Deacon. Brandon and his wife Teresa were married in 2003 and have two children.

 

February 1, 2019- FFN@N (2019 Market Outlook)

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Dr. Jeffrey Roach

Pictures from Event

Topic

2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake, CFA, CPA was joined by Dr. Jeffrey Roach, our Director of Research. We provided some key insights and outlooks regarding the macroeconomic environment around the world.

Hans Blake

Hans Blake, CFA, CPA Bio

Hans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives.

The Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News, has appeared on WYFF News 4, and has frequented local radio programs to talk about the markets and portfolio management. In 2016, he received the Highest Award for Achievement by Dale Carnegie.

Jeff Roach, PhD Bio

Dr. Jeff Roach is the Director of Research at Intelligent Investing while currently running an independent economic consulting firm. His unique experience on an institutional trading floor, academic research, and actual client money-management make him an engaging speaker for any audience.

In order to facilitate cutting edge research, he maintains frequent contact with Federal Reserve economists, Wall Street analysts, and other leading economists from around the world. Dr. Roach has presented economic research as far away as Italy’s Ministry of Finance in Rome and Office of National Statistics in the UK. Additionally, he has addressed a German Economic Roundtable and was invited to speak at Prudential’s Executive Leaders Conference hosted by Stanford University. Dr. Roach earned a BS in Mathematics from Bob Jones University, both an MA and PhD in Economics from Clemson University, and received a visiting post-doctoral research appointment at Harvard University.

First Friday Networking at Noon (RSVP)

If you'd like to join our next First Friday Networking at Noon event, please RSVP below. We look forward to networking with you soon.

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The 3 Most Influential People in a Navy Officer’s Life

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the most influential people

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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons he learned from the most influential people in his life.

It is not what you call me, it’s what I answer to that’s important.

Carl’s first chapter in his book, Sharp Leadership, is entitled “Integration” and opens with the above quote. Carl talks about the difficulty of integration and the leadership lessons he learned to overcome adversity.

During this podcast episode, we discuss the impact of his mom, dad, and high school football coach, and how their personalities and advice left a lasting impression. Carl highlights motivational work ethics, unique attributes, and inspirational phrases that have stuck with him to this day.

I’ll be interviewing Carl on several podcasts regarding how to overcome cancer, the loss of employment, and the value of adding structure to your life, so be sure to subscribe to our Intelligent Money Minute podcasts.

Carl Sharperson Bio

Carl Sharperson Jr. is a Leadership Innovation Strategist, speaker, author, and coach. He specializes in helping leaders maximize their potential in their working and personal lives. He does this by drawing from his unique experiences in the military, Corporate America, and entrepreneurship.

Carl is a graduate of the United States Naval Academy and a former United States Marine Corps pilot. Following his service, he held a number of senior sales and operational positions with Procter and Gamble, Frito Lay, and Colgate Palmolive. Later, he felt the tug towards entrepreneurship and launched Sharperson’s Executive Leadership in 2000.

As a speaker, Carl travels nationally with the Navy’s Speaking Bureau, inspiring students to consider military training.  He also shares his message of leadership innovation with colleges, churches, and corporations. Additionally, Carl partners with the Center for Creative Leadership in Greensboro, NC, as an adjunct trainer.

Carl now works with several communities and faith-based initiatives serving as a mentor. Carl and his wife make their home in upstate SC and are the proud parents of a son and daughter.

Sharp Leadership

If you are interested in learning more about Carl’s leadership training or his book, Sharp Leadership, click here.

Please click here to read our disclosures and disclaimers.

Lessons Learned from the 2008 Crisis

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Dan Hamilton Crisis 2008

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On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on real estate lessons learned from the crisis of 2008. During this episode, we discuss the value of diversification, and how this strategy kept Dan’s business alive. Our previous podcasts with Dan highlighted Real Estate Tips For Successful Professionals and Reasons for Entering The Real Estate Profession.

If you are interested in learning more about diversification and how this can minimize risk, you can read about Intelligent Investing’s “Wealth Management Philosophy” here.

We’ll be interviewing Dan on several podcasts regarding the Greenville market and on real estate in general, so be sure to subscribe to our Intelligent Money Minute podcasts.

Dan is a founding partner and the Operating Principal of Keller Williams Realty Greenville-Upstate, one of the largest and fastest-growing real estate brokerages in the Upstate. He is also the founder and Team Leader of Hamilton and Co. of Keller Williams Realty.

Dan Hamilton Bio

A longtime member of the Greenville community, Dan is passionate about serving and improving our community, and, to that end, he currently serves, or has served, in the following capacities:

  • South Carolina House of Representatives District 20
  • Board Member, Carolina Hope Christian Adoption Agency
  • Vice Chairman, Greenville County Redevelopment Authority
  • Director & Secretary/Treasurer, Greater Greenville Association of REALTORS
  • Co-Chair, Greenville Workforce Housing Trust Fund Task Force
  • Chairman, Greenville Housing Fund

On November 4, 2008, Dan was elected to serve his community in the South Carolina House of Representatives. He was elected Vice-Chairman of the Freshman Caucus and Chairman of the Upstate Caucus. He also serves on the Judiciary Committee.

2 Useful Tips When Buying a New Home

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Dan Hamilton

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Thinking about buying a new home? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on tips to consider when entering the buyer market. Our previous podcasts with Dan highlighted Tips for Downsizing Your Home in the Next Decade and Greenville Hotspots and Where Greenville is Trending. Dan suggests the following tips:

  1. Make sure you’re ready and have a plan.
  2. Be patient and non-emotional.

We’ll be interviewing Dan on several podcasts regarding the Greenville market and on real estate in general, so be sure to subscribe to our Intelligent Money Minute podcasts.

Dan is a founding partner and the Operating Principal of Keller Williams Realty Greenville-Upstate, one of the largest and fastest growing real estate brokerages in the Upstate. He is also the founder and Team Leader of Hamilton and Co. of Keller Williams Realty.

Dan Hamilton Bio

A longtime member of the Greenville community, Dan is passionate about serving and improving our community and to that end, he currently serves or has served in the following capacities:

  • South Carolina House of Representatives District 20
  • Board Member, Carolina Hope Christian Adoption Agency
  • Vice Chairman, Greenville County Redevelopment Authority
  • Director & Secretary/Treasurer, Greater Greenville Association of REALTORS
  • Co-Chair, Greenville Workforce Housing Trust Fund Task Force
  • Chairman, Greenville Housing Fund

On November 4, 2008, Dan was elected to serve his community in the South Carolina House of Representatives. He was elected Vice-Chairman of the Freshman Caucus and Chairman of the Upstate Caucus. He also serves on the Judiciary Committee.

Tips for Downsizing Your Home in the Next Decade

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Dan Hamilton

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On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some tips for downsizing your home in the next decade. Our previous podcasts with Dan highlighted the Greenville Hotspots and Where Greenville May be Trending and Where we May Be in the Greenville Real Estate Cycle. Dan suggests the following tips:

  1. The longer you stay in your home, the better.
  2. Prepare for aging in place- consider master bedroom on the main level.
  3. Properly maintain your home.- check a/c units and roofs
  4. Keep your home updated to get top dollar.

I’ll be interviewing Dan on several podcasts regarding the Greenville market and on real estate in general, so be sure to subscribe to our Intelligent Money Minute podcasts.

Dan is a founding partner and the Operating Principal of Keller Williams Realty Greenville-Upstate, one of the largest and fastest growing real estate brokerages in the Upstate. He is also the founder and Team Leader of Hamilton and Co. of Keller Williams Realty.

Dan Hamilton Bio

A longtime member of the Greenville community, Dan is passionate about serving and improving our community and to that end, he currently serves or has served in the following capacities:

  • South Carolina House of Representatives District 20
  • Board Member, Carolina Hope Christian Adoption Agency
  • Vice Chairman, Greenville County Redevelopment Authority
  • Director & Secretary/Treasurer, Greater Greenville Association of REALTORS
  • Co-Chair, Greenville Workforce Housing Trust Fund Task Force
  • Chairman, Greenville Housing Fund

On November 4, 2008, Dan was elected to serve his community in the South Carolina House of Representatives. He was elected Vice-Chairman of the Freshman Caucus and Chairman of the Upstate Caucus. He also serves on the Judiciary Committee.

 

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